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Summit Financial’s McCormick & Company Non-Voting MKC Stock Holding History

Summit Financial’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Sell
24,625
-1,712
-7% -$84K 0.01% 773
2026
Q1 		$1.33M Buy
26,337
+20,349
+340% +$1.3M 0.02% 686
2025
Q4 		$411K Sell
5,988
-90
-1% -$5.98K 0.01% 950
2025
Q3 		$407K Buy
6,078
+870
+17% +$60.9K 0.01% 952
2025
Q2 		$395K Sell
5,208
-36
-0.7% -$2.7K 0.01% 618
2025
Q1 		$432K Sell
5,244
-3
-0.1% -$235 0.01% 547
2024
Q4 		$402K Sell
5,247
-1,425
-21% -$112K 0.01% 482
2024
Q3 		$549K Sell
6,672
-526
-7% -$41K 0.02% 359
2024
Q2 		$511K Buy
7,198
+1,007
+16% +$73.3K 0.02% 321
2024
Q1 		$476K Buy
6,191
+1,316
+27% +$89.4K 0.03% 265
2023
Q4 		$336K Sell
4,875
-302
-6% -$19.8K 0.02% 287
2023
Q3 		$392K Buy
5,177
+31
+0.6% +$2.59K 0.03% 268
2023
Q2 		$449K Buy
+5,146
New +$455K 0.03% 240

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Financial's MKC Position: Q2 2026 in Review

Summit Financial reduced its McCormick & Company Non-Voting (MKC) stake by 6.5% in Q2 2026, selling an estimated $84K and leaving 24,625 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #773.

Summit Financial first reported a position in MKC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.33M in Q1 2026. 953 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Summit Financial held 24,625 shares of McCormick & Company Non-Voting worth $1.24M as of Q2 2026.
  • Summit Financial sold 1,712 McCormick & Company Non-Voting shares in Q2 2026, an estimated $84K.
  • McCormick & Company Non-Voting made up 0.01% of Summit Financial's portfolio in Q2 2026, its #773 holding.
  • Summit Financial first reported a position in McCormick & Company Non-Voting in Q2 2023 and has held it in 13 quarters since.
  • Summit Financial's McCormick & Company Non-Voting position peaked at $1.33M in Q1 2026.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.